TSMC earnings on Oct 15: analyst eyes A14, CoWoS and Musk's Terafab

Juxin Capital analyst Chen Huiming flagged TSMC's A14 node progress, capital expenditure as a gauge of AI demand, CoWoS packaging commentary and possible price hikes as key items in the company's Q3 earnings call on Oct 15. Markets also await any formal comment on Elon Musk's Terafab talks.

• TSMC reports Q3 earnings on October 15
• A14 node targets volume production in 2028
• Capex will signal AI demand expectations
• Musk discussed the Terafab project with TSMC